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23 Years

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(330) 425-9199Call Visit WebsiteVisit Website Map & DirectionsDirections2214 E Enterprise PkwyTwinsburg, OH 44087 Write a ReviewWrite Review

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Places Near Twinsburg with Financial Planning Consultants

Hudson (6 miles)
Macedonia (6 miles)
Boston Heights (7 miles)
Aurora (8 miles)
Northfield (10 miles)
Streetsboro (10 miles)
Solon (11 miles)
Peninsula (11 miles)
Bedford (14 miles)
Stow (15 miles)

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Extra Phones: Phone: (330) 487-5406
Other Link: http://www.fnaohio.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (330) 425-9199

Address: 2214 E Enterprise Pkwy, Twinsburg, OH 44087

Website: http://www.fnaohio.com

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Estate & Financial Planning Consultants

Tax Planning
CEO and managing member of FNA specializing in estate and business succession, as well as financial, retirement, and tax planning. Registered Fiduciary (a certified designation by DALBAR), licensed attorney and member of the Ohio State Bar Association (OSBA) since 1999. More about Joe →
Estate Taxes
Tax Services
Roth IRA
First, life insurance. One problem is that while life insurance talk is out there its more dynamic value can be overlooked or understated. For example, tax savvy investors may know that similar to the Roth IRA, investment in some form of permanent life insurance can include tax-free access to policy cash values or dividends. Too, they can be used to establish trusts to fund estate taxes, satisfy debt, or provide needed liquidity for business continuation.
Income Tax

Wealth Management
Wealth management is not simply a matter of money. The human side is filled with specialized needs requiring discreet application of the principles of growing, enhancing, and preserving wealth. Solutions can be elegant, maybe even beautiful. But they ultimately need to work for you.

Accounting Services
Payroll Services

Financial Planning
Blame lifeâ€™s fleeting nature. Or avoid blame altogether. Alternatively, here are some reminders about why these insurance instruments are a crucial part of financial planning. And how adding these to your wealth-management strategy can serve well to enhance and preserve your investment legacy.
Retirement Planning
Long-term care insurance is arguably less familiar but certainly no less important. Traditional retirement planning vehicles are not typically designed with long-term care in mind. But if or when * it becomes necessary, long-term care can bring a heavy financial burden. Today, we believe long-term care insurance is crucial to your strategy and to preserving your wealth.
Long Term Care
The aforementioned notwithstanding, it seems to us that evaluating or upgrading our life insurance, or even worse, acquiring long-term care insurance are a couple of goals that often go unrealized, despite that bag full of good intent. But itâ€™s kind of understandable.
Asset Management
Started in NYC acting as VP of an alternative investments firm with experience in wealth and pension fund management, investment consulting, and fixed-income asset management. Key member of FNAâ€™s deferred compensation program, Buckeye 457, managing retirement assets for municipalities across the state. More on Buckeye 457 →
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